Financial Services Specialist

11 hours ago


Castle Rock, Colorado, United States Canvas Inc Full time

**Overview of Canvas Inc.**

We are a passionate team dedicated to transforming financial services and making a positive impact on our members' lives. Our mission is to provide exceptional service, support, and guidance to help our customers achieve their financial goals.

**What We Offer**

At Canvas Inc., we offer a competitive salary range of $20.50-$23.00 per hour, depending on experience and qualifications. Our benefits package includes medical/dental/vision insurance, paid vacation, sick time, holidays, wellness days, flexible spending accounts, health savings accounts, a world-class 401(k) plan, tuition reimbursement, rate discounts on qualifying loans, and opportunities for incentives or discretionary bonuses based on performance.

**Job Description**

We are seeking a highly motivated and customer-focused Financial Services Specialist to join our team. As a key member of our sales team, you will be responsible for providing exceptional service to our customers, recommending and processing financial products such as loans, and building strong relationships with our members.

**Required Skills and Qualifications**

  • You have excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • You have knowledge of financial products and services, including loans, credit cards, and deposit accounts.
  • You are comfortable working in a fast-paced environment and meeting sales targets.
  • You have a strong work ethic and are committed to delivering exceptional customer service.

**Benefits**

In addition to our competitive salary and benefits package, we offer a dynamic and supportive work environment, opportunities for professional growth and development, and a chance to make a real difference in people's lives.

**Other Information**

This role requires flexibility and adaptability, with a typical schedule ranging from 35 to 40 hours per week. You will use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flexibility to perform various tasks. This job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time.



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